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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Family Wealth Partners
5051
Family Wealth Partners
North Carolina
$326M +$33M +11% 10.7% 58.5% 125 28.8% 1.3
Thomas J. Herzfeld Advisors
5052
Thomas J. Herzfeld Advisors
Florida
$326M +$31.7M +11% 4.61% 17.7% 148 35.14% 3.4
Wilkerson Advisory Group
5053
Wilkerson Advisory Group
Missouri
$326M +$34.6M +12% 12.6% – 659 12.29% 0.4
Triton Wealth Management
5054
Triton Wealth Management
Arizona
$326M +$56M +21% 21.2% – 142 19.01% 2.6
S.A. Mason
5055
S.A. Mason
Michigan
$326M +$59.1M +22% 20.6% 116% 294 13.61% 4.5
BOTBT
5056
Bank of the Bluegrass & Trust
Kentucky
$325M – – 13.3% – 240 – 0
Mullooly Asset Management
5057
Mullooly Asset Management
New Jersey
$325M +$53.9M +20% 20.4% – 60 15% 1
Sykon Capital
5058
Sykon Capital
New York
$325M +$24.8M +8% 11.2% 63.7% 132 48.48% 1
Bishop & Co Investment Management
5059
Bishop & Co Investment Management
Pennsylvania
$325M +$33.3M +11% 11.1% 47.6% 26 0% 6.9
GPC
5060
Guardian Point Capital
Virginia
$325M +$82.1M +34% 21.4% 142% 14 21.43% 2.3
Lazari Capital Management
5061
Lazari Capital Management
California
$325M +$37.2M +13% 18.4% 145% 198 16.67% 2
NCM
5062
NCM Capital Management
New Jersey
$324M +$45.2M +16% 17.4% 105% 200 10.5% 3.2
PH
5063
Pinnacle Holdings
Oklahoma
$324M +$15.1M +5% 11.2% 79.6% 265 25.66% 5.1
NWK Group
5064
NWK Group
California
$324M +$63.6M +24% 33% 268% 75 17.33% 3.6
Wealth Management Resources
5065
Wealth Management Resources
Rhode Island
$324M +$36.9M +13% 9.02% 37.7% 31 9.68% 3.2
Silver Heights Capital Management
5066
Silver Heights Capital Management
Ontario, Canada
$324M +$63.9M +25% 59.5% 39.8% 4 0% 7.3
Bluesphere Advisors
5067
Bluesphere Advisors
Pennsylvania
$324M +$42.6M +15% 17.1% 105% 132 16.67% 2.4
Investment Research & Advisory Group
5068
Investment Research & Advisory Group
Georgia
$324M +$37.6M +13% 14.7% 105% 325 18.15% 2.8
Nicollet Investment Management
5069
Nicollet Investment Management
Minnesota
$324M +$31.9M +11% 13.2% 104% 79 6.33% 5.1
Wealth Quarterback
5070
Wealth Quarterback
New Jersey
$324M +$69.8M +27% 21.8% 109% 180 13.89% 2.9
MCM
5071
Magarian Capital Management
Texas
$324M – – 19.3% – 13 – 0
Legacy Bridge
5072
Legacy Bridge
Iowa
$324M +$61.6M +23% 38.3% 236% 334 7.78% 4.5
HF Advisory Group
5073
HF Advisory Group
Maryland
$323M +$30M +10% 8.78% 73.2% 174 8.05% 2.8
Orion Capital Management
5074
Orion Capital Management
California
$323M +$33.2M +11% 15.2% 75.3% 534 14.04% 1.9
Sims Investment Management
5075
Sims Investment Management
Ohio
$323M +$51.3M +19% 16.1% – 184 80.98% 0.3